Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Whiting is a Certified Financial Planner with Cheviot Value Management, LLC in Beverly Hills, California. James is also an Investment Advisor Representative registered in California and Texas. James specializes in providing financial planning and portfolio management services to high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, and charitable organizations. James has been in the industry since 2000.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Budget coaching services, insurance consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
11/05/2021 - Present
Cheviot Value Management, LLC (BEVERLY HILLS CA)
IA
Issued 01/08/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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